401(k) · DOL Form 5500 · 2023

Kalfus & Nachman, P.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
49
Participants Small participant base
64th
Percentile by assets National rank
$268,969
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan · Sponsored by Kalfus & Nachman, P.C. · Virginia · Professional & Technical Services

$13M in assets, 49 participants

Kalfus & Nachman, P.C.'s Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported $13M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,956 in Professional & Technical Services (20,321 peers)

Kalfus & Nachman, P.C. multi-year trail

Kalfus & Nachman, P.C.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan at $13M / 49 participants.

#12,956
in Professional & Technical Services (20,321 peers)
+13.4%
assets growth YoY

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,179,497 Top 36% higher than 64% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported participants fell from 51 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541124387 · Kalfus & Nachman, P.C. PY 2023 · 401(k)

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan · $13M · 49 · 64th

  • PART $13M
  • PART 49
  • PART 64th
  • PART 401(k)
  • PART near Sierra Tango Section 401(k) Profit Sharing Plan
  • PART ind #12956

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Virginia →

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kalfus & Nachman, P.C. 401(k) Profit Sharing PlanKalfus & Nachman, P.C. 401(k…$13MSierra Tango Section 401(k) Profit Sharing PlanSierra Tango Section 401(k) …$13MScully Company 401(k)/Profit Sharing PlanScully Company 401(k)/Profit…$13MTriad Tool & Die Co. 401(k) Profit Sharing Plan and TrustTriad Tool & Die Co. 401(k) …$13MPlantation Management Company 401(k) PlanPlantation Management Compan…$13M
End-of-year total assets ($M) among Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kalfus & Nachman, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kalfus & Nachman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.894653984546196% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.2M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 51 $12M
2023 1 49 $13M
2024 1 56 $15M

Kalfus & Nachman, P.C. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN541124387
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.013179497 · Participants: 49Kalfus & Nachman, P.C. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sierra Tango Section 401(k) Profit Sharing Plan in CT ($13M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 13.4% during 2023, from $12M to $13M. Reported net income was $2M.
How have Kalfus & Nachman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalfus & Nachman, P.C.'s sponsor-wide assets grew 30.9%, from $12M to $15M.
Which 401(k) plans are similar in size to Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sierra Tango Section 401(k) Profit Sharing Plan in CT ($13M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541124387.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.